Still here, still bullish. That's the post.

Unpopular opinion: the best part of experience is you stop panicking at -10%. You still feel it, you just stop clicking things.

Balance.

Solana finality went from 12.8s to 150ms last week and price said: cool, anyway lol Still excited about where this goes.

BTC was around 63k in august. Now we're stressing over 80k. Perspective is wild

My portfolio and my sleep schedule have the same chart.

Fed on wednesday and I honestly have no edge there. Market has a hold at 93% (Polymarket), 91% (CME). Decision is 2pm ET, the 2:30 presser is what I’m watching. Not trading this one tho.

Solana has 7x the x402 transactions of the next chain (Artemis). TRM thinks only 0.6 – 7.5% of that kind of traffic is real agents. Early, not proven. Bag check: yes, I'm holding solana:So11111111111111111111111111111111111111112 Bias loaded.

First read of this heatmap: bullish, there’s a lot more stacked above than below. Biggest cluster is around $87k, another around $85k. below us it’s thinner until $78.5 – 79k ( @coinglass_com ).

For the record, my bags: btc and sol are the biggest. Then link, aave, eth, tao, hype. That’s what I actually believe, not a list of picks. Not advice.

Saturday was a long flush, not a new story. $800M+ liquidated, almost all longs. BTC wicked to $79.1k and is now sitting right on the daily 50 EMA ($80.8k). A new daily close above it and the flush looks like noise.

Still positive for the next few weeks. But this week got rejected at 85k and I’m not going to pretend it didn’t. $BTC $80.5k, -7% in october. 79.8k in daily is the one I care about. Lose it and i’m wrong, or early.

Market’s red and it’s saturday ☕️

Bitcoin stuck between 80k and 85k for 35 days. Need a daily close outside it before i say anything.

One -$636M day doesn’t change my view on bitcoin. A few weeks of outflows would. ETFs took in +$1.07B Mon – Wed, then lost -$636M Thursday. Still +$439M for the week.